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Automation

How can I automate the backup and recovery process?

Chatref Team2 min read / Updated June 16, 2026

Automate your backup and recovery support with a Chatref AI agent trained on your own docs. It answers questions like “Is my backup complete?” instantly, triggers restore workflows via custom actions, and hands off complex issues to your team in a shared inbox. You pay only for the conversations you handle, with no per-seat fees.

Resolve backup questions instantly with AI agents

Point your Chatref agent at backup runbooks, restore procedures, and common outage FAQs. The ai-agents answer every question grounded in that content. Users get the right steps without waiting, while your team avoids repeat tickets on the same recovery process tasks.

Automate recovery steps with custom actions

Custom-actions turn the agent into an active participant. You can build flows that check the status of a scheduled backup, kick off a restore for a given snapshot, or verify recovery integrity. The agent executes these from inside the chat, directly automating parts of the recovery process without a human needing to open a console.

Keep a human in the loop with a shared inbox

Not every recovery is routine. The shared-inbox gives your team full visibility into live conversations. When an issue needs a decision, an operator takes over in the same thread with all context preserved. That means recovery process automation works alongside human judgment, not against it.

Pay only for what you use

Chatref’s pay-as-you-go model fits backup automation that spikes with incidents and goes quiet otherwise. Every response costs 1-5 coins from a pre-paid balance. There are no subscriptions, no per-seat charges, and no fees when the agent is idle. You scale your backup automation tools without adding fixed cost.

FAQ

What tools can automate my backup process?
A mix of infrastructure schedulers (cron, cloud-native schedulers) and backup automation tools like Veeam or AWS Backup handle the actual data transfer. Chatref sits on top of those tools, giving you an AI layer that answers restore questions, runs status checks via custom-actions, and keeps your team in the loop through the shared inbox.

How do I schedule automatic backups?
Scheduled backups are set up directly in your hosting environment with your preferred backup automation tools. Chatref can then augment those schedules: configure a custom-action that pings the backup API on a recurring basis, confirm the job ran, and alert the shared inbox if it failed, so you catch gaps before they become recovery emergencies.

Can AI help in automating data recovery?
Yes. With ai-agents and custom-actions, you automate the first mile of recovery: finding the right restore point, initiating the job, and verifying the outcome. The shared-inbox keeps a human ready for complex scenarios. This approach turns recovery process automation into a team effort where AI does the routine checks and people handle exceptions.

Put this into practice

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